| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Michael T Vollkommer | Chief Financial Officer | 228,749 | 0 | 07 Dec, 2021 |
| Marc A Crisafulli | - | 92,102 | 0 | 03 Apr, 2026 |
| Michael Passilla | - | 134,328 | 0 | 03 Apr, 2026 |
| Bradley J Miller | General Counsel And Cro | 231,598 | 0 | 09 Apr, 2026 |
| Marietta Davis | - | 83,548 | 0 | 03 Apr, 2026 |
| Christina M Favilla | - | 133,526 | 0 | 03 Apr, 2026 |
| Thomas Charles Priore | President, Ceo And Chairman | 34,066,776 | 0 | 09 Feb, 2026 |
| John Vito Priore | - | 4,071,574 | 0 | 22 Jan, 2025 |
| Sean Kiewiet | Chief Strategy Officer | 732,366 | 0 | 20 Feb, 2026 |
| Ranjana Ram | Chief Operating Officer | 709,466 | 0 | 20 Feb, 2026 |
| Stephen W Hipp | - | 159,825 | 0 | 06 Jun, 2023 |
| David Faupel | Chief Marketing Officer | 58,704 | 0 | 15 Nov, 2021 |
| Rajiv Kumar | Chief Accounting Officer | 49,921 | 0 | 20 Feb, 2026 |
| Tim O'Leary | Chief Financial Officer | 263,415 | 0 | 20 Feb, 2026 |
| Yi Sun | Chief Technology Officer | 17,949 | 0 | 20 Feb, 2026 |
| Clayton James Main | - | 12,971 | 0 | 03 Apr, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 18 Feb, 2026 | Bradley J Miller | Common Stock | D | 9,136 | $5.50 | 231,598 | D | D |
| 01 Apr, 2026 | Marc A Crisafulli | Common Stock | A | 4,296 | - | 92,102 | D | M |
| 01 Apr, 2026 | Clayton James Main | Common Stock | A | 4,296 | - | 12,971 | D | M |
| 01 Apr, 2026 | Marietta Davis | Common Stock | A | 4,296 | - | 84,716 | D | M |
| 01 Apr, 2026 | Michael Passilla | Common Stock | A | 4,296 | - | 135,496 | D | M |
| 01 Apr, 2026 | Christina M Favilla | Common Stock | A | 4,296 | - | 134,755 | D | M |
| 01 Apr, 2026 | Christina M Favilla | Common Stock | D | 1,229 | $4.72 | 133,526 | D | D |
| 01 Apr, 2026 | Clayton James Main | Restricted Stock Unit | D | 4,296 | $0.00 | 12,886 | D | M |
| 01 Apr, 2026 | Marc A Crisafulli | Restricted Stock Unit | D | 4,296 | $0.00 | 12,886 | D | M |
| 01 Apr, 2026 | Michael Passilla | Common Stock | D | 1,168 | $4.72 | 134,328 | D | D |
| 01 Apr, 2026 | Marietta Davis | Common Stock | D | 1,168 | $4.72 | 83,548 | D | D |
| 01 Apr, 2026 | Christina M Favilla | Restricted Stock Unit | D | 4,296 | $0.00 | 12,886 | D | M |
| 01 Apr, 2026 | Marietta Davis | Restricted Stock Unit | D | 4,296 | $0.00 | 12,886 | D | M |
| 01 Apr, 2026 | Michael Passilla | Restricted Stock Unit | D | 4,296 | $0.00 | 12,886 | D | M |
| 05 Feb, 2026 | Clayton James Main | Restricted Stock Unit | A | 17,182 | $0.00 | 17,182 | D | A |
| 18 Feb, 2026 | Rajiv Kumar | Common Stock | A | 4,296 | - | 50,370 | D | M |
| 18 Feb, 2026 | Ranjana Ram | Common Stock | A | 23,077 | $0.00 | 709,466 | D | M |
| 18 Feb, 2026 | Ranjana Ram | Common Stock | A | 23,077 | $0.00 | 709,466 | D | M |
| 18 Feb, 2026 | Yi Sun | Common Stock | A | 17,949 | $0.00 | 17,949 | D | M |
| 18 Feb, 2026 | Rajiv Kumar | Common Stock | A | 3,847 | - | 49,921 | D | M |